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Legacy Bridge, LLC — 13F Holdings & Portfolio

CIK 1689144 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Legacy Bridge, LLC manages $323.8M in 13F-reported U.S. long-equity assets across 322 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GEV (4.10%), STRL (3.81%), NVDA (3.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions and exited 12; 185 existing positions rose in reported value and 61 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$323.8M

Long-equity book

Holdings
322

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+14 / −12 / ↑185 / ↓61

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
GEV4.1% · -3%STRL3.8% · -24%NVDA3.6% · -10%CAT2.5% · +0%AVGO2.4% · -9%MU2.3% · -2%PLTR2.2% · -0%ANET2.1% · +0%VRT2.1% · +1%CLS2.0% · -1%WTBA1.8% · -8%TSM1.7% · +0%NBIS1.6% · +3%AMD1.6% · +2%LLY1.5% · +0%AMZN1.4% · +0%WMT1.4% · +0%ETN1.3% · +2%ASML1.3% · +1%CRDO1.3% · +1%PANW1.2% · 0%WDC1.2% · +2%BRK.B1.2% · -5%GOOG1.2% · +0%JCI1.1% · +2%MSFT1.1% · -0%IVV1.0% · 0%JPM1.0% · 0%PH1.0% · 0%HPE1.0% · +2%IWO0.9% · +3%TER0.9% · newIEMG0.9% · +1%STX0.9% · newPWR0.9% · +6%BNY0.8% · newIWM0.8% · 0%AAPL0.8% · 0%VEA0.8% · +1%COST0.8% · +1%DE0.8% · -0%VLO0.7% · 0%WSM0.7% · 0%PREF0.7% · -1%VXUS0.7% · +1%OKLO0.7% · +0%IXUS0.6% · 0%IWR0.6% · 0%IWN0.6% · -0%HD0.6% · +0%ESE0.6% · 0%FCX0.6% · -1%XOM0.6% · +3%AXON0.6% · -6%LEU0.6% · +1%NXPI0.6% · 0%MS0.6% · 0%C0.6% · -2%IWS0.6% · 0%EQIX0.6% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 18, 2026.

Assets Under Management
$425.8M
Discretionary
$425.8M
Employees
8
Accounts
117
Address
5810 GRAND AVE
WEST DES MOINES, IA 50266
Phone
(515) 421-4870
Website
Name Title / Status Ownership Type
CAROLYN LORETTA ZUENDEL TRUST ControlOWNER
since Oct 2018
Less than 5%Domestic Entity
DIANNA ELIZABETH ZUENDEL TRUST ControlOWNER
since Oct 2018
Less than 5%Domestic Entity
HAMMER, SUZANNE, MARIO ControlCCO
since Feb 2024
Less than 5%Individual
KADLEC, TIMOTHY, L ControlCHIEF INVESTMENT OFFICER
since Oct 2015
Less than 5%Individual
MICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015 ControlOWNER
since Dec 2017
75% or moreDomestic Entity
ZUENDEL, MICHAEL, THOMAS ControlCEO
since Oct 2015
Less than 5%Individual
ZUENDEL, MICHAEL, THOMAS Control
Indirect owner via MICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015
TRUSTEE
since Dec 2017
General partner, trustee or managerIndividual
ZUENDEL, MICHAEL, THOMAS Control
Indirect owner via CAROLYN LORETTA ZUENDEL TRUST
TRUSTEE
since Oct 2018
General partner, trustee or managerIndividual
ZUENDEL, MICHAEL, THOMAS Control
Indirect owner via DIANNA ELIZABETH ZUENDEL TRUST
TRUSTEE
since Oct 2018
General partner, trustee or managerIndividual
Ownership & leadership changes · 8 filings with changes since Dec 24, 2015

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 21, 2024 filing
  • No longer listedSTEWART, SUZANNE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2020
  • AddedHAMMER, SUZANNE, MARIO · CCO · Less than 5% · control person
Oct 27, 2021 filing
  • No longer listedHalbrook, Christine · PRESIDENT · Less than 5% · control person · listed since Dec 2020
Mar 8, 2021 filing
  • AddedHalbrook, Christine · PRESIDENT · Less than 5% · control person
  • ChangedKADLEC, TIMOTHY, L · title CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER
  • ChangedZUENDEL, MICHAEL, THOMAS · title PRESIDENT → CEO
May 18, 2020 filing
  • No longer listedBURVEE, JOSEPH, LEO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2016
  • AddedSTEWART, SUZANNE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 18, 2019 filing
  • ChangedZUENDEL, MICHAEL, THOMAS · indirect via CAROLYN LORETTA ZUENDEL TRUST: ownership 75% or more → General partner, trustee or manager
  • ChangedZUENDEL, MICHAEL, THOMAS · indirect via DIANNA ELIZABETH ZUENDEL TRUST: ownership 75% or more → General partner, trustee or manager
Nov 26, 2018 filing
  • AddedCAROLYN LORETTA ZUENDEL TRUST · OWNER · Less than 5% · control person
  • AddedDIANNA ELIZABETH ZUENDEL TRUST · OWNER · Less than 5% · control person
  • AddedZUENDEL, MICHAEL, THOMAS · TRUSTEE · 75% or more · indirect via CAROLYN LORETTA ZUENDEL TRUST · control person
  • AddedZUENDEL, MICHAEL, THOMAS · TRUSTEE · 75% or more · indirect via DIANNA ELIZABETH ZUENDEL TRUST · control person
Feb 9, 2018 filing
  • AddedMICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015 · OWNER · 75% or more · control person
  • AddedZUENDEL, MICHAEL, THOMAS · TRUSTEE · General partner, trustee or manager · indirect via MICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015 · control person
  • ChangedZUENDEL, MICHAEL, THOMAS · ownership 75% or more → Less than 5%
Mar 28, 2016 filing
  • AddedBURVEE, JOSEPH, LEO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedKADLEC, TIMOTHY, L · title CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER
Dec 24, 2015 filing (earliest on record)
  • ListedKADLEC, TIMOTHY, L · CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedZUENDEL, MICHAEL, THOMAS · PRESIDENT · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Legacy Bridge, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GE VERNOVA INC GEV 36828A101 $13.3M 4.10% 11,289 SH
2 STERLING INFRASTRUCTURE INC STRL 859241101 $12.3M 3.81% 14,700 SH
3 NVIDIA CORPORATION NVDA 67066G104 $11.8M 3.65% 58,994 SH
4 CATERPILLAR INC CAT 149123101 $8.2M 2.53% 7,679 SH
5 BROADCOM INC AVGO 11135F101 $7.7M 2.38% 20,418 SH
6 MICRON TECHNOLOGY INC MU 595112103 $7.4M 2.29% 6,433 SH
7 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $7.1M 2.18% 60,435 SH
8 ARISTA NETWORKS INC ANET 040413205 $6.7M 2.08% 39,572 SH
9 VERTIV HOLDINGS CO VRT 92537N108 $6.7M 2.08% 20,066 SH
10 CELESTICA INC CLS 15101Q207 $6.4M 1.99% 17,676 SH
11 WEST BANCORPORATION INC WTBA 95123P106 $6.0M 1.85% 225,579 SH
12 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.6M 1.73% 11,697 SH
13 NEBIUS GROUP N.V. NBIS N97284108 $5.3M 1.65% 19,328 SH
14 ADVANCED MICRO DEVICES INC AMD 007903107 $5.3M 1.64% 9,160 SH
15 ELI LILLY & CO LLY 532457108 $4.8M 1.47% 3,978 SH
16 AMAZON COM INC AMZN 023135106 $4.5M 1.40% 18,992 SH
17 WALMART INC WMT 931142103 $4.4M 1.35% 38,731 SH
18 EATON CORP PLC ETN G29183103 $4.3M 1.34% 10,179 SH
19 ASML HLDG NV ASML N07059210 $4.2M 1.31% 2,126 SH
20 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $4.1M 1.26% 15,030 SH
21 PALO ALTO NETWORKS INC PANW 697435105 $3.8M 1.18% 11,236 SH
22 WESTERN DIGITAL CORP WDC 958102105 $3.8M 1.17% 5,926 SH
23 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.8M 1.17% 7,557 SH
24 ALPHABET INC GOOG 02079K107 $3.8M 1.17% 10,695 SH
25 JOHNSON CONTROLS INTERNATION JCI G51502105 $3.4M 1.06% 23,379 SH
26 MICROSOFT CORP MSFT 594918104 $3.4M 1.05% 9,117 SH
27 ISHARES TR IVV 464287200 $3.3M 1.02% 4,393 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $3.2M 0.98% 9,712 SH
29 PARKER-HANNIFIN CORP PH 701094104 $3.1M 0.97% 3,207 SH
30 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $3.1M 0.97% 69,355 SH
31 ISHARES TR IWO 464287648 $3.1M 0.94% 7,755 SH
32 TERADYNE INC TER 880770102 $3.0M 0.94% 6,300 SH
33 ISHARES INC IEMG 46434G103 $2.9M 0.88% 34,421 SH
34 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $2.8M 0.88% 2,952 SH
35 QUANTA SVCS INC PWR 74762E102 $2.8M 0.87% 3,895 SH
36 BANK OF NY MELLON CORP BNY 064058100 $2.7M 0.84% 18,908 SH
37 ISHARES TR IWM 464287655 $2.7M 0.84% 9,076 SH
38 APPLE INC AAPL 037833100 $2.7M 0.84% 9,354 SH
39 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.6M 0.80% 36,195 SH
40 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.6M 0.79% 2,751 SH
41 DEERE & CO DE 244199105 $2.6M 0.79% 4,046 SH
42 VALERO ENERGY CORP VLO 91913Y100 $2.4M 0.75% 9,302 SH
43 WILLIAMS SONOMA INC WSM 969904101 $2.4M 0.74% 10,271 SH
44 PRINCIPAL EXCHANGE TRADED FD PREF 74255Y888 $2.3M 0.72% 122,830 SH
45 VANGUARD STAR FDS VXUS 921909768 $2.2M 0.67% 25,534 SH
46 OKLO INC OKLO 02156V109 $2.1M 0.66% 40,705 SH
47 ISHARES TR IXUS 46432F834 $2.1M 0.65% 21,933 SH
48 ISHARES TR IWR 464287499 $2.1M 0.64% 18,854 SH
49 ISHARES TR IWN 464287630 $2.1M 0.63% 9,285 SH
50 HOME DEPOT INC HD 437076102 $2.0M 0.62% 5,717 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $323.8M 322 0001689144-26-000003
2026-03-31 2026-05-14 $262.2M 320 0001689144-26-000002
2025-12-31 2026-01-23 $246.4M 464 0001689144-26-000001
2025-09-30 2025-11-12 $240.3M 312 0001689144-25-000005
Filer Information
Address
5810 GRAND AVE.
WEST DES MOINES, IA 50266
Phone
(515) 421-4870
Filing Manager
Legacy Bridge, LLC
WEST DES MOINES, IA
Signatory
Carolyn Zuendel
Director of Administration